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4,390 hedge funds and large institutions have $1.68T invested in Apple in 2021 Q4 according to their latest regulatory filings, with 680 funds opening new positions, 1,520 increasing their positions, 1,956 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

886% more first-time investments, than exits

New positions opened: 680 | Existing positions closed: 69

23% more capital invested

Capital invested by funds: $1.36T → $1.68T (+$319B)

21% more funds holding in top 10

Funds holding in top 10: 2,2622,733 (+471)

14% more funds holding

Funds holding: 3,8454,390 (+545)

0.79% more ownership

Funds ownership: 57.25%58.03% (+0.79%)

22% less repeat investments, than reductions

Existing positions increased: 1,520 | Existing positions reduced: 1,956

25% less call options, than puts

Call options by funds: $42.3B | Put options by funds: $56B

Holders
4,390
Holders Change
+545
Holders Change %
+14.17%
% of All Funds
67.55%
Holding in Top 10
2,733
Holding in Top 10 Change
+471
Holding in Top 10 Change %
+20.82%
% of All Funds
42.05%
New
680
Increased
1,520
Reduced
1,956
Closed
69
Calls
$42.3B
Puts
$56B
Net Calls
-$13.7B
Net Calls Change
-$21B
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
601
Integrated Wealth Concepts
Massachusetts
$82.9M +$2.63M +16,618 +4%
EH
602
Equitable Holdings
New York
$82.9M +$171K +1,079 +0.2%
FNT
603
First National Trust
Pennsylvania
$82.5M +$1.17M +7,381 +2%
SWM
604
SeaCrest Wealth Management
New York
$81.8M -$40.1K -254 -0.1%
CS
605
Clear Street
New York
$81.7M +$72.7M +460,000 New
CCM
606
Coldstream Capital Management
Washington
$81.4M +$13.5M +85,273 +23%
FPCG
607
Fort Pitt Capital Group
Pennsylvania
$81.4M +$11.1M +70,482 +18%
WAM
608
Weatherly Asset Management
California
$81.3M -$728K -4,605 -1%
MIC
609
Means Investment Company
Maine
$80.8M +$259K +1,642 +0.4%
AI
610
Atria Investments
North Carolina
$80.7M -$4.11M -25,986 -5%
OC
611
Oakmont Corp
California
$80.7M
RBA
612
Richard Bernstein Advisors
New York
$80.3M -$3.06M -19,387 -4%
BFO
613
Boston Family Office
Massachusetts
$80.3M -$292K -1,848 -0.4%
AHC
614
Adell Harriman & Carpenter
Texas
$80.2M -$249K -1,576 -0.3%
EWA
615
Exencial Wealth Advisors
Oklahoma
$80.1M -$17M -107,605 -19%
Tudor Investment Corp
616
Tudor Investment Corp
Connecticut
$80M +$57.1M +361,021 +403%
MAM
617
Martingale Asset Management
Massachusetts
$79.6M -$4.51M -28,539 -6%
AFG
618
Albion Financial Group
Utah
$79.6M +$1.03M +6,513 +1%
BOTW
619
Bank of the West
California
$79.3M -$307K -1,944 -0.4%
AIM
620
Avity Investment Management
Connecticut
$79.2M -$1.5M -9,478 -2%
OSAM
621
O'Shaughnessy Asset Management
Connecticut
$78.9M +$3.6M +22,793 +5%
NP
622
NorthRock Partners
Minnesota
$78.7M +$2.6M +16,475 +4%
MMA
623
Miracle Mile Advisors
California
$78.5M +$1.31B +8,304,604 +1,842%
VFA
624
Valeo Financial Advisors
Indiana
$78.5M -$2.55M -16,115 -3%
UH
625
Unigestion Holding
Switzerland
$78.5M +$9.19M +58,136 +15%

AAPL Hedge Fund Activity: Q4 2021 in Review

4,390 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q4 2021, worth a combined $1.68T — up 23% from $1.36T a quarter earlier.

Buyers outnumbered sellers: 680 funds opened new AAPL positions and 69 closed out — a net gain of 611 holders — while 1,520 added to existing stakes and 1,956 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $5.48B. The largest seller was HSBC Holdings, cutting an estimated $2.06B.

  • 4,390 institutional investors held Apple (AAPL) as of Q4 2021, up from 3,845 in Q3 2021.
  • Funds reported $1.68T of Apple stock for Q4 2021, up 23% quarter-over-quarter.
  • 680 funds opened new Apple positions in Q4 2021 and 69 closed out, a net change of +611 holders.
  • The largest Apple buyer in Q4 2021 was T. Rowe Price Associates, an estimated $5.48B added.
  • The largest Apple seller in Q4 2021 was HSBC Holdings, an estimated $2.06B sold.

Based on aggregated 13F filings for Q4 2021.